Nonprofit · EIN 81-4547001
PETERSEN FAMILY FOUNDATION
Tax-exempt · SUGAR LAND, TX 77496
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $25,781,029 | $18,282,669 | $7,498,360 | $17,552,850 | $0 | $17,552,850 |
| December 31, 2024 | 990-PF | $12,527,419 | $8,041,547 | $4,485,872 | $15,050,030 | $0 | $15,050,030 |
| December 31, 2023 | 990-PF | $6,035,636 | $1,557,750 | $4,477,886 | $12,623,012 | $0 | $12,623,012 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $20,768,181
- Dividends
- $212,610
- Interest
- $393,228
- Net gain from sales of assets
- $4,403,485
- Other income
- $3,525
Expenses
- Grants and similar amounts paid
- $18,144,667
- Disbursements for charitable purposes
- $18,144,667
- Excise tax on investment income
- $68,729
Balance sheet and other
- Total assets, start of year
- $15,050,030
- Total assets, end of year
- $17,552,850
- Total liabilities, end of year
- $0
- Net assets, end of year
- $17,552,850
- Fair market value of assets
- $20,102,281
- Qualifying distributions
- $18,144,667
- Net investment income
- $5,009,323
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jay F Rea One Sugar Creek Ctr Blvd Suite 970, Sugar Land, TX 77478 | Secy/Treas | 2 | $7,875 |
| Gary RPetersen PO Box 17149, Sugar Land, TX 77496 | President | 2 | $0 |
| Christopher R Petersen 6224 Del Monte, Houston, TX 77057 | Director | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Gary RPetersen PO Box 17149, Sugar Land, TX 77496 | President | 2 | $0 |
| Jay F Rea One Sugar Creek Ctr Blvd Suite 970, Sugar Land, TX 77478 | Secy/Treas | 2 | $0 |
| Christopher R Petersen 6224 Del Monte, Houston, TX 77057 | Director | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Gary RPetersen PO Box 17149, Sugar Land, TX 77496 | President | 2 | $0 |
| Jay F Rea One Sugar Creek Ctr Blvd Suite 970, Sugar Land, TX 77478 | Secy/Treas | 2 | $0 |
| Christopher R Petersen 6224 Del Monte, Houston, TX 77057 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 17149, SUGAR LAND, TX 77496-7149
- In care of
- % ATTN GARY R PETERSEN
- Signed the 990-PF
- Jay F Rea, Treasurer
- Phone
- (281) 565-9200
- Return prepared by
- Jay F Rea CPA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 81-4547001
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $17,552,850
- Income (IRS master file)
- $30,850,499
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $25,781,029 | $18,282,669 | $17,552,850 | IRS |
| 990-PF | December 2024 | $12,527,419 | $8,041,547 | $15,050,030 | XML |
| 990-PF | December 2023 | $6,035,636 | $1,557,750 | $12,623,012 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-4547001).
Questions about PETERSEN FAMILY FOUNDATION
- What is the EIN of PETERSEN FAMILY FOUNDATION?
- The employer identification number (EIN) of PETERSEN FAMILY FOUNDATION is 81-4547001.
- Is PETERSEN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to PETERSEN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PETERSEN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PETERSEN FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PETERSEN FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of PETERSEN FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $7,875 (Jay F Rea, Secy/Treas).
- How much revenue does PETERSEN FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $25,781,029, expenses of $18,282,669 and total assets of $17,552,850 at year end.
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- CRAWFORD AND HATTIE JACKSON FOUNDATION EIN 76-0526233 · last filed 990-PF for 2024
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All nonprofits in SUGAR LAND · Texas · Philanthropy, voluntarism and grantmaking foundations